LEGACY Investments & Insurance Services, is an independently owned financial consulting firm. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. We offer our comprehensive financial planning and investment services to a broad range of clients. As independent investment advisors, we serve as our clients' personal advocate.
We help you map out a plan to reach your financial destination. On our Web site, you'll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy.
We help you map out a plan to reach your financial destination. On our Web site, you'll find valuable information to help you evaluate your current financial situation. We offer educational articles that outline financial concepts and highlight products designed to help you reach your goals. You will also find calculators that will help you assess your current and future financial strategy.
Services
Legacy Investments & Insurance Services, Inc is a full service financial firm dedicated to helping its clients build and preserve wealth. As independent investment advisors, our loyalty belongs exclusively to our clients-- not to a parent company. Our independence allows us to work with the industry's best brokerage firms, mutual fund companies and insurance companies.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
Reviews (2)
Daniel Cross
Oct 14, 2019
Report
Kimberly Suskey
Jul 17, 2018
Report
It's hard to find someone who can explain investing in human English. That is what I like about Homer.
I rolled-over a former employer's 401k. In less than a year, the investments are up over 18%.
Way better than the mutual fund options through the last job.
He is approved through Dave Ramsey's investment partner program and that is a big deal to me.
I rolled-over a former employer's 401k. In less than a year, the investments are up over 18%.
Way better than the mutual fund options through the last job.
He is approved through Dave Ramsey's investment partner program and that is a big deal to me.
